Cannon Estate Planning: Powers of Appointment - 1/24

PNC's Private Bank invites you to attend (from your home or office) the Cannon Estate Planning Teleconference:
 

Powers of Appointment – The Swiss Army Knife of Estate Planning
 
Tuesday, January 24, 2023
12:00 pm – 1:00 pm
Streaming access is available

 

Summary of Teleconference:
Among the most useful tools at an estate planner’s disposal is a power of appointment.  There’s an almost infinite variety of powers of appointment, and they can be used to accomplish numerous important tax and non-tax estate planning objectives.  In addition, powers of appointment may have significant, and sometimes surprising, tax consequences.  In this presentation, we’ll examine numerous aspects of powers of appointment, including:

Speakers will address:

  • Types of powers of appointment

  • How to design, draft and exercise powers of appointments

  • Tax characteristics of powers of appointments

  • Goals that may be achieved using powers of appointment

 
Register for the teleconference by sending an email to jennifer.julius@pnc.com. 
 
Streaming information, as well as the teleconference material, will be sent to you by return email.

There is no cost for this teleconference and attendees can earn 1.5 hours of Continuing Legal Education Credit for Illinois and other states. Continuing Education Credit also given for CPA, CTFA, CFP, CLU, ChFC.    
 
Jennifer Julius
Administrative Assistant
 
PNC Private Bank
301 SW Adams
Peoria, IL  61602
D2-Y701-03-3
(P) 309-655-5484  (F) 309-655-5885
jennifer.julius@pnc.com

Sarah Croft